Prospect Management

Oct
31
Sep
28

Leadership Annual Giving Referral Program

The Office of Annual Giving is pleased to roll out the new Leadership Annual Giving (LAG) Referral Program, which will act as the Annual Giving equivalent to the Major Gift […]

By Taejah Harper | Prospect Management
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Fundraiser on the Go Video Tutorial

Link to Fundraiser on the Go: https://gail.uga.edu/frog Video Tutorial:

By greg2000 | Blog . Prospect Management
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Updated Meeting Interactions Review Process

As you know, each Initial/Return Meeting that is entered into GAIL is reviewed by a member of the Prospect Management Team, and with the help of Advancement Services, a new […]

By Emily Clary | Prospect Management
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Prospect Management Guide – Updated for FY21

Prospect Management Guide – Updated for FY21

By Eric Schmidt | Prospect Management . Uncategorized
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Edits to First Step of Plan Start Date

Previously when creating a new prospect plan, the start date of the first step defaulted to match the start date of the plan. We’ve edited this to now include a […]

By Emily Clary | Prospect Management
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Additions to New Plan Form

A few new options have been added to the Add a Proposal (Plan & Opportunity) form on the Prospect tab of constituent records. Now when setting up a new plan, […]

By Emily Clary | Prospect Management
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Prospect Name Auto-Population with Research Request

Need research on a prospect? The research request link just got a time-saving upgrade. Now when you click on request research from a prospect’s record, their name will be auto-populated […]

By Emily Clary | Prospect Management
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Dec
13

Did Someone Say “Batch Interactions”?

What is this thing?  And how do I get it? If you’ve ever wished you could key in one interaction and have it copy to multiple constituent records, or wished […]

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Nov
15

Planned Giving Attributes

In stewarding a deferred gift donor, there is nothing of greater importance than ensuring that a donor’s recognition preferences are honored. Accordingly, this document serves to clarify the various recognition […]

By Megan Powell | Blog . Front Page . Prospect Management
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